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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $42,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,174 | $73,102+76.7% | $123,552+4.6% | $56,287+129.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.88% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,523 | $2,977+51.9% | $4,628-2.3% | $2,111+114.3% |
| Participant deferral / active EE | $6,573 | $5,423+21.2% | $6,426+2.3% | $3,350+96.2% |
| Admin fee / account holder | $384 | $554-30.7% | $9,285-95.9% | $521-26.3% |